We use some essential cookies to make this website work.

We’d like to set additional cookies to understand how you use our website, remember your settings and improve our services.

Before deciding you can read more about our cookies.

Tesco Plc Pension Scheme (CAS-77012-F0S2)

Complainant: The Estate of Mrs S
Complaint Topic: Ill Health
Ref: CAS-77012-F0S2
Outcome: Not upheld
Respondent: Tesco Pension Trustees Limited
Type: Pension complaint or dispute
Date:
Appeal: No

Ombudsman’s Determination

Outcome

I do not uphold this complaint, and no further action is required by the Trustee. 

Complaint summary

Mr S as the executor of the Estate, has complained that:-

  • The Trustee failed to use its discretionary power to pay Mrs S a higher benefit as a serious ill health lump sum (SIHLS); and

  • The Trustee failed to treat his initial complaint as a complaint under the Scheme’s Internal Dispute Resolution Procedure (IDRP), despite his request for it to do so. 

He would like the Trustee to compensate the Estate for the consulting fees Mrs S incurred for transferring her benefits out of the Scheme, and for the distress and inconvenience she also suffered. 

View determination

Download

Related decisions

  • NHS Pension Scheme (CAS-84421-B4L3)
    Complainant: Mrs N
    Respondent: NHS Business Service Authority
    Outcome: Not upheld
    Complaint Topic: Ill Health
    Ref: CAS-84421-B4L3
    Date:
  • HBOS Final Salary Pension Scheme (CAS-41301-W1K6)
    Complainant: Ms S
    Respondent: Willis Towers Watson (WTW)
    Lloyds Banking Group (the Employer)
    Lloyds Banking Group Pensions Trustees Limited (the Trustee)
    Outcome: Not upheld
    Complaint Topic: Ill Health
    Ref: CAS-41301-W1K6
    Date:
View all decisions